Purchases and Sales Made in Q1 2022 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q1 2022. The information is specifically focused on institutions that hold shares of SUMITOMO MITSUI FINANCIAL GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 405.65% |
$10.4K - $12.7K
|
2.06K
$31.5K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.55K+ 0.9% |
$9.74K - $12K
|
174K
$2.66M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.24K+ 6.54% |
$7.77K - $9.55K
|
20.2K
$309K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.19K+ 1206.06% |
$7.49K - $9.19K
|
1.29K
$19.8K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
971+ 2.01% |
$6.09K - $7.48K
|
49.4K
$756K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
839New |
$5.26K - $6.46K
|
839
$12.8K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
821New |
$5.15K - $6.32K
|
821
$12.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
810New |
$5.08K - $6.24K
|
810
$12.4K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
800New |
$5.02K - $6.16K
|
800
$12.2K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
792+ 5.98% |
$4.97K - $6.1K
|
14K
$215K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
779+ 7.75% |
$4.88K - $6K
|
10.8K
$166K
|
|
|
May 20, 2022
Q1 2022
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
700+ 0.48% |
$4.39K - $5.39K
|
146K
$2.23M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
689+ 5.38% |
$4.32K - $5.31K
|
13.5K
$207K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
619+ 18.29% |
$3.88K - $4.77K
|
4K
$61.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
615+ 5.18% |
$3.86K - $4.74K
|
12.5K
$191K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
606+ 0.16% |
$3.8K - $4.67K
|
381K
$5.84M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
563+ 23.7% |
$3.53K - $4.34K
|
2.94K
$45K
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
510+ 0.42% |
$3.2K - $3.93K
|
121K
$1.85M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
487+ 4.58% |
$3.05K - $3.75K
|
11.1K
$170K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
379+ 1.05% |
$2.38K - $2.92K
|
36.6K
$561K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
356+ 0.62% |
$2.23K - $2.74K
|
57.6K
$882K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
313+ 1.56% |
$1.96K - $2.41K
|
20.4K
$312K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
231+ 0.34% |
$1.45K - $1.78K
|
69.1K
$1.06M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
185+ 12.42% |
$1.16K - $1.42K
|
1.68K
$25.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
168+ 12.0% |
$1.05K - $1.29K
|
1.57K
$24K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
159+ 5.41% |
$997 - $1.22K
|
3.1K
$47.4K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
115+ 0.82% |
$721 - $886
|
14.2K
$217K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34+ 0.08% |
$213 - $262
|
40.6K
$622K
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
25+ 0.11% |
$157 - $193
|
22.6K
$347K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
18+ 1.78% |
$113 - $139
|
1.03K
$15.7K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.01% |
$6.27 - $7.7
|
7.77K
$119K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-24- 40.68% |
$150 - $185
|
35
$536
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-139- 15.81% |
$872 - $1.07K
|
740
$11.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-157- 10.28% |
$984 - $1.21K
|
1.37K
$21K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-158- 4.39% |
$991 - $1.22K
|
3.44K
$52.7K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-161- 4.23% |
$1.01K - $1.24K
|
3.65K
$55.9K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-168- 21.85% |
$1.05K - $1.29K
|
601
$9.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-187- 11.14% |
$1.17K - $1.44K
|
1.49K
$22.8K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-211- 0.57% |
$1.32K - $1.62K
|
36.6K
$561K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-211- 0.65% |
$1.32K - $1.62K
|
32K
$491K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-214- 11.67% |
$1.34K - $1.65K
|
1.62K
$24.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-215- 0.07% |
$1.35K - $1.66K
|
300K
$4.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-225- 13.24% |
$1.41K - $1.73K
|
1.47K
$22.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-355- 0.85% |
$2.23K - $2.73K
|
41.3K
$633K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-375- 0.31% |
$2.35K - $2.89K
|
121K
$1.86M
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-401Closed |
$2.51K - $3.09K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-448- 28.59% |
$2.81K - $3.45K
|
1.12K
$17.1K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-467- 3.21% |
$2.93K - $3.6K
|
14.1K
$216K
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-475- 0.67% |
$2.98K - $3.66K
|
70.5K
$1.08M
|